Taking Your Financial and Legal Inventory

A financial seminar series for EMPOWERING your relationship with money presents:

Taking Your Financial and Legal Inventory

with Leonard Raskin of Raskin Global, Jane Frankel Sims of the Law Offices of Jane Frankel Sims, LLC, and Wendy Merrill of Insurance Designers Incorporated.

Your financial inventory is growing. Do you have a plan in place and is your wealth properly protected?  In this seminar, you’ll learn the components of a well-crafted financial plan and how to chart a course that ensures you are well protected at every stage of your life.  You’ll also discover the importance of putting the right estate documents in place to both safeguard you today and to make sure your wishes are honored in the event of your illness or death.  A must attend session for any woman who wants to take charge of her future and protect the life she has worked so hard to build.

Please join us on Wednesday, October 12th,  2011

6:00 – 8:00 pm

Marriott Hunt Valley, 245 Shawan Road

Light appetizers and drinks will be served

Cost $20 before September 28th, 2011 ; $25 after

Registration fees are non-refundable after October 10^th

Please contact Susan Eck at 443.212.1131 to RSVP or confirm your attendance by filling in your information in the RSVP box above.

We look forward to seeing you there.

Sponsors

Separating Myths from Truths

Separating Myths from Truths

Dispelling the Myths of Traditional Investing is not as difficult as one may think.  What is difficult is cleansing the mind of the brainwashing that has gone on for years in the media.  What should one believe any longer when it comes to planning for the future using the market as a means to creating their retirement wealth – easy, the FACTS.

Please join us on Wednesday, May 25th 2011 for this fun, informative and REAL session.

All clients and guests are welcome.

6:00 – 8:00 pm

Where: 954 Ridgebrook Road, Sparks, Maryland 21152

Please contact Susan Eck at 443.212.1131 to RSVP or confirm your attendance by filling in your information in the box above.

Is Your Broker Lying to You?

Is Your Broker Lying to You?

Do you have friends, associates or even family members that seem to be particularly uneasy with their current broker? Somewhere deep in their gut, you know they feel misled. Have them attend this most important session and introduce them to Raskin Global. A presentation on the “un-truths” most brokers are out peddling these days to unsuspecting clients and even through the media will be the focus of this session.

Please join us, Thursday, February 17th, 2011 at our Sparks, Md office

6:00 – 8:00 pm

Light refreshments served

Please contact Susan Eck at 443.212.1131 to RSVP or confirm your attendance by filling in your information in the box above.

Understanding the Dimensions of Risk and Return

Understanding the Dimensions of Risk and Return

Real financial piece of mind and control happens when you grasp the dimensions of risk and return.  Understanding cost of capital, the three-factor model, and diversification enables you to let go of  “perceived” control (which is where un-needed levels of high stress are conceived) in favor of actions that allow you to truly be in command of the majority of the investment outcome and, ultimately, the long-term success of your investment strategy.

Please join us for this most important coaching session.

 Wednesday, March 30th, 2011 at our Sparks, Md office

6:00 – 8:00 pm

Please contact Susan Eck at 443.212.1131 to RSVP or confirm your attendance by filling in your information in the box above.

 

1st Annual Raskin Global Financial Fairways Open

1st Annual Raskin Global Financial Fairways Open
To benefit The March of Dimes
Monday, July 19, 2010
Hayfields Country Club, Hunt Valley Maryland
10:00am – 6:30pm

Spend a day with three of your closest friends, enjoying a round of golf, amazing food, your own personal video taped instruction with Joe Plecker, a PGA teaching professional and find out just how similar the 7 Deadly Golf Mistakes are to the 7 Deadly Investing Mistakes. A great day to benefit a fabulous charity.
Entry Fee $150 per person
Call to reserve your spot. Space is limited
Susan Eck at 443.212.1131 or seck@raskinglobal.com

Rich Chick Event

Rich Chick Event

Written by Michelle Matson for the female investor.

Come and enjoy this presentation by Michelle that will show you how the idea of investing and saving for retirement can be simple, fun and doable for women of all ages.  Come listen to the many stories and examples that boil complex issues into understandable and entertaining education about money and investing.

This is an event not to be missed.  Both events last year were completely sold out!!!

January 2011

Location to be announced.

Eliminate a "One Event Wipeout" of Your Balance Sheet

 Maintaining the proper form and level of protection is critical to achieving optimum financial balance and success.  The implementation of a sound protection program should come first, and serve as the foundation before all subsequent financial opportunities are considered.

The primary role of insurance is to fully indemnify against losses that, if left uninsured, would otherwise create financial hardship.  Additionally, protection decisions should be properly coordinated with important legal documentation to insure that personal financial objectives may be realized.  The effective use of legal documents maximizes the benefits of available insurance protection.  Don’t miss this critical session to be certain your balance sheet is fully protected.

May 18, 2010 from 6:00-8:00 pm at Raskin Global Office

and

May 19, 2010 from 6:00-8:00 pm at the Sheraton Columbia Town Center

Defeating Your Money Demons Coaching Event

Defeating Your Money Demons

From the time we first become aware of money, we begin to develope individual and specific beliefs about it.  We create that belief in a moment and then unknowingly continue to make decisions based on those beliefs.  Locked within each of us these beliefs are deeply rooted and without defeating them, they can lead to significant inappropriate money decisions.  When you bring your Money Demons to the level of awareness, you can defeat them and create new beliefs that lead to different actions and outcomes.  Be here for this most intense discovery of your truths about money.

Date to be rescheduled

6:00 – 8:00 pm

Please contact Susan Eck at 443.212.1131 to RSVP or confirm your attendance by filling in your information in the box above.

Choosing Your Investment Philosophy Coaching Event

 

For most investors the Investor’s Philosophy remains undefined and continues over a lifetime.  The first step to operating outside of this cycle is becoming aware of it.  The next step is to define your beliefs about the market and how they work to reveal your personal investment philosophy.  This will lead to your lifetime investment strategy.

                March 18, 2010, 6:00-8:00 PM, Hunt Valley Marriott, Hunt Valley Maryland

March 23, 2010, 6:00-8:00 PM, Sheraton Columbia Town Center